+3,781.0%
SHOP vs VEU
+149.9%
+3,631.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -1.2% | +2.1% | -3.3% | -4.4% |
| 30D | -14.7% | -0.9% | -13.8% | -13.1% |
| 3M | -7.2% | -5.4% | -1.8% | +1.8% |
| 6M | +54.2% | -1.8% | +56.0% | +57.2% |
| YTD | -8.6% | +10.9% | -19.6% | -24.9% |
| 1Y | +0.5% | +13.6% | -13.1% | -20.5% |
| 3Y | +135.9% | +69.3% | +66.7% | -0.1% |
| 5Y | -11.9% | +48.1% | -60.0% | -50.3% |
| All | +3,781.0% | +149.9% | +3,631.1% | +1,052.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling